Who Does FP&Automation Serve?

Find out how we serve Finance Leaders with Power BI solutions.

What We Do
Who We Serve

Finance Leaders (CFO, VP of FP&A, Fractional CFOs)

We are your dedicated partner for building Power BI solutions for FP&A.  

Pre-Configured Tools

We offer a full suite of pre-configured financial reporting and process automation solutions. Our apps include items like:

  1. Automated, comprehensive financial reporting for QuickBooks, Xero, NetSuite, and other systems
  2. Apps to automate finance and accounting tasks like Accounts Receivable reminders
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Training & Advisory

We train your team to use self-service technologies to build best-in-class FP&A tools. Get the skills and guidance to:

  1. Build advanced analytics and reporting solutions on demand
  2. Build self-service applications to automate and streamline processes
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